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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Jan 26, 2021

In this episode, Dan chats with the brilliant Olivia Parnell, who is a trainee financial planner and also half of the Financial Changemakers Podcast.

They discuss the state of diversity and inclusion in the financial planning profession, the privilege that we all have, why allyship is important, and how to open up the line of communication on this essential topic.

Enjoy!

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